Client Services Specialist

Genesis10 is seeking a Client Services Specialist. This is a 5-month contract position with a client located in Brooklyn, OH. This role requires 3 days on-site per week.

Compensation: $20.50 per hour

Job Description:

The purpose of this position is to support the Wealth Management business with a focus on the bank's Fiduciary Trust systems. The position will support the people, products, processes, and technologies associated with this part of the business. Answer general inquiries. research, coordinate, and resolve operational and system issues/problems.

Responsibilities:

• Set-up of KeyLink and Wealth Portal access for clients.
• Set up Payweb and Stellar access for clients.
• Set up Wealth Direction access for clients and troubleshoot when necessary.
• Advent/Data Aggregators/Insignis MSCI set up requests.
• Verify correct coding in KeyLink to determine if certain errors are a result of incorrect coding. If so, facilitate correction of system coding.
• Research issues to identify problems/issues as they occur (isolated) or global issues and work with appropriate technology partners to resolve.
• Log Service Now tickets on system issues.
• Process daily IBX and OBI reports.
• Process monthly Wealth Portal Reports.
• Send out Weekly Communications, including critical technology platform alerts.
• Manage and update the SharePoint site.
• General first line of support for Wealth internal users.
• General maintenance and system messaging.
• Communicate orally and in writing with Trust Officers, Portfolio Managers, and Associates nationally as well as Trust Operations Managers and staff.
• Establish and maintain strong working relationships with LOB and Operations staff.
• Participate in committees and assist in testing and implementation for KeyLink and other systems as appropriate.
• Participate in upgrade and disaster recovery tests, requires limited off-hours, weekends.
• Testing.
• Conduct extensive research and problem resolution. Research the most complex issues about each Operational Area in Trust -Statement Preparation, KeyLink, Wealth Portal, and Wealth Direction.
• Backup other team members *
• Special projects as needed

Requirements:

• Undergraduate degree in a business or technology-related field, extensive experience may be *substituted.
• Must demonstrate a working knowledge of mobile space, browsers, systems issues, and client navigation.
• Minimum of three years of experience in areas of bank operations, trust administration, wealth management, and/or technology operations.
• Must have a client-first attitude and possess a sense of urgency for problem resolution. *
• Excellent analytical and problem-solving skills.
• Strong written and oral communication skills.
• Above average PC skills including MS Excel, Word, and PowerPoint.
• Is dedicated to meeting the expectations and requirements of internal and external customers. *
• Knowledgeable about how organizations function; knows how to get things done both through formal channels and informal network.
• Knowledgeable in current and future policies, practices, and trends in the investment management business.
• Integrity and trust
• Exhibits great attention to detail.
• Ability to work independently and in larger team-based environments.

Preferred Qualifications:

• Experience with KeyLink (Global Office), Wealth Portal, Global Plus, IBX Tools, Salesforce, Cognos and Wealth Direction.

Only candidates available and ready to work directly as Genesis10 employees will be considered for this position.

If you have the described qualifications and are interested in this exciting opportunity, please apply!

About Genesis10:

Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals.

For contract roles, Genesis10 offers the benefits listed below. If this is a perm-placement opportunity, our recruiter can talk you through the unique benefits offered for that particular client.

Benefits of Working with Genesis10:

* Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years.

* The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years.

* Access to an experienced, caring recruiting team (more than 7 years of experience, on average.)

* Behavioral Health Platform

* Medical, Dental, Vision

* Health Savings Account

* Voluntary Hospital Indemnity (Critical Illness & Accident)

* Voluntary Term Life Insurance

* 401K

* Sick Pay (for applicable states/municipalities)

* Commuter Benefits (Dallas, NYC, SF)

For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and to view all our available career opportunities, please visit us at our website.

Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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